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AWYIX vs VTSAX
AWYIX vs VTSAX Comparison
Open Charts AWYIX vs VTSAX
CIBC Atlas Equity Income Institutional
Price$62.82
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets365.65M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
AWYIX vs VTSAX Comparison Chart in %
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AWYIX vs. VTSAX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWYIX is a Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. AWYIX (366M). AWYIX pays higher dividends than VTSAX: AWYIX (4.55) vs VTSAX (1.13). AWYIX was incepted earlier than VTSAX: AWYIX (15 years) vs VTSAX (25 years). AWYIX (0.90) is less costly to investors than VTSAX (0.04). AWYIX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AWYIX: VTSAX (3000) vs AWYIX (250000). VTSAX annual gain was more profitable for investors over the last year : 18.35 vs. AWYIX (4.98). VTSAX return over 5 years is better than : 89.11 vs. AWYIX (53.15).
| AWYIX | VTSAX | AWYIX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 6.105 | 14.392 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 2.02T | 0% |
| Annual Yield % from dividends | 4.55 | 1.13 | 401% |
| Returns for 1 year | 4.98 | 18.35 | 27% |
| Returns for 3 years | 48.78 | 82.10 | 59% |
| Returns for 5 years | 53.15 | 89.11 | 60% |
| Returns for 10 years | 138.54 | 231.82 | 60% |
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